Senior Lead, Investment Reporting & Data Analytics

Position Summary

The individual must have fundamental knowledge of investment data, expertise in data management, ability to work with technology tools for scrutinizing extensive datasets across diverse source systems, and proficiency in reporting applications (Oracle/Fusion Analytics a plus). Ability to effectively collaborate across finance, investments, risk, and all technology stakeholders is crucial for success in this role, as well as a genuine interest in building a career in investment operations and reporting analysis. This role reports to the Head of Investment Reporting and Forecasting within the Investment Accounting Department.

You will

• Assist in producing Investment Reporting Decks for Senior Management.

• Look for opportunities to automate Investment Footnotes, Regulatory Reporting and Agency Surveys.

• Build and maintain investment dashboards within Fusion Analytics.

• Recommend and develop new controls to improve data quality and minimize operational risk.

• Take an ownership role in managing data capabilities and uphold a sound data governance and development framework

• Execute and provide oversight of ad hoc data projects.

• Assist with various Investment management reports and data analytic reporting initiatives.

• Responsible for annual NII Forecast, owner of NII model, find ways to enhance.

You have

• BS in Accounting, Finance or Management Information Systems

• 5-10 years financial services experience at an insurance company or investment management firm preferred

• Knowledge of fixed income, equity, and derivatives required; familiarity with investment reporting and performance a plus

• Understand Statutory accounting requirements related to Investments

• Strong Analytical skills and ability to work effectively in a team setting required

• Organized and disciplined; self-starter with ability to take ownership of responsibilities and execute to a high standard

• Exceptional attention to detail with commitment to improving accuracy of data and preventing errors

• Experience with Excel, EPAM, Investran, Precision, SQL, Oracle Analytics Cloud, Fusion Analytics and BI tools

• Experience with Data Science or AI capabilities is a plus

Location

Hybrid role:  2 days in office; 3 days WFH at our Hudson Yards, NYC, or Stamford CT office.

#hybrid

Salary Range

$99,190.00 - $162,955.00

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

Our Promise

At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals.  Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

Inspire Well-Being

As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues.

Health Care

• Choice of [high deductible/copay] medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefits

• Dental plan

• Vision plan

• Health care accounts – flexible spending, health reimbursement, and health savings accounts

• Critical illness insurance

Life and Disability Insurance

• Company-paid Life and Disability insurance plus voluntary supplemental coverage

• Accident insurance

Retirement and Financial

• 401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicable

• Complimentary 1:1 financial guidance with a licensed Fidelity representative

Time Off and Remote Work

• Flexible work arrangements (part in-person/part remote)

• Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavement

• Personal holidays for colleagues to use in recognition of religious, cultural, or civic days

• Paid parental leave and paid family and medical leave policies

Emotional Well-being and Work